| Role | Company | Country | Status | Date Range |
|---|---|---|---|---|
| Officer | FINLI (CLIENT ASSETS) LIMITED | 🇬🇧Regno Unito | Active | 03/02/2026 – present |
| Officer | WALLIS DOLPHIN LTD | 🇬🇧Regno Unito | Active | 03/02/2026 – present |
| Officer | WHITECHURCH FINANCIAL PLANNING LIMITED | 🇬🇧Regno Unito | Active | 03/02/2026 – present |
| Officer | FOUR OAKS FINANCIAL PLANNING LIMITED | 🇬🇧Regno Unito | Active | 03/02/2026 – present |
| Officer | IAN O'BRIEN LIMITED | 🇬🇧Regno Unito | Active | 21/01/2026 – present |
| Officer | HARTLEY HEPWORTH FINANCIAL PLANNING LIMITED | 🇬🇧Regno Unito | Dissolved | 14/01/2026 – present |
| Officer | BEAUFORT FINANCIAL PLANNING (THREE COUNTIES) LTD | 🇬🇧Regno Unito | Active | 03/02/2026 – present |
| Officer | FINLI (PDB) LTD | 🇬🇧Regno Unito | Active | 25/01/2026 – present |
| Officer | FINLI (THAMES VALLEY) LTD | 🇬🇧Regno Unito | Active | 03/02/2026 – present |
| Officer | FINLI (FLP) HOLDINGS LTD | 🇬🇧Regno Unito | Active | 03/02/2026 – present |
| Officer | FINANCIAL CHAMBERS (NORTH WEST) LIMITED | — | Dissolved | 03/02/2026 – present |
| Officer | FINLI (FLP) LTD | 🇬🇧Regno Unito | Active | 03/02/2026 – present |
| Officer | BEAUFORT FINANCIAL PLANNING (WEST MIDLANDS) LTD | 🇬🇧Regno Unito | Active | 03/02/2026 – present |
| Officer | TBM FINANCIAL SOLUTIONS LTD | 🇬🇧Regno Unito | Proposal to strike off | 03/02/2026 – present |
| Officer | EUPHONY LIMITED | 🇬🇧Regno Unito | Dissolved | 03/02/2026 – present |
| Officer | FA92 WEALTH GROUP LTD | 🇬🇧Regno Unito | Active | 23/12/2025 – present |
| Officer | THE BEAUFORT GROUP OF COMPANIES LIMITED | 🇬🇧Regno Unito | Active | 03/02/2026 – present |
| Officer | BEAUFORT FINANCIAL PLANNING LIMITED | 🇬🇧Regno Unito | Active | 03/02/2026 – present |
| Officer | YOU ASSET MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 03/02/2026 – 04/07/2023 |
03/02/2026
England → United Kingdom
03/02/2026
appointed
03/08/2022
appointed